Hedeker Wealth, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,609 filers reported holding JPMORGAN CHASE & CO in Q3 2023. The put-call ratio across all filers is 1.27 and the average weighting 1.0%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Hedeker Wealth, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$2,779,186
-40.1%
19,164
-40.0%
0.96%
-37.6%
Q2 2023$4,641,739
-10.5%
31,915
-19.8%
1.55%
-16.0%
Q1 2023$5,185,054
-3.5%
39,790
-0.7%
1.84%
-8.3%
Q4 2022$5,372,602
+28.1%
40,064
-0.2%
2.01%
+23.0%
Q3 2022$4,193,000
+2.1%
40,133
+11.9%
1.63%
+15.2%
Q2 2022$4,106,000
-22.0%
35,858
-7.1%
1.42%
-11.2%
Q1 2022$5,263,000
-11.3%
38,613
+3.0%
1.60%
-7.5%
Q4 2021$5,934,000
-3.8%
37,478
-0.5%
1.72%
-9.5%
Q3 2021$6,168,000
+9.6%
37,682
+4.2%
1.91%
+8.8%
Q2 2021$5,626,000
-0.8%
36,175
-3.0%
1.75%
-12.1%
Q1 2021$5,674,000
+18.6%
37,275
-1.0%
1.99%
+19.1%
Q4 2020$4,783,000
+37.7%
37,643
+4.3%
1.67%
+1.7%
Q3 2020$3,474,000
-12.1%
36,087
-14.2%
1.64%
-19.3%
Q2 2020$3,953,000
+5.0%
42,035
+0.5%
2.04%
-14.0%
Q1 2020$3,765,000
-36.4%
41,822
-1.6%
2.37%
-25.3%
Q4 2019$5,924,000
+18.5%
42,499
+0.0%
3.18%
+5.1%
Q3 2019$5,000,000
+9.3%
42,485
+3.9%
3.02%
+4.3%
Q2 2019$4,573,000
+17.5%
40,905
+3.3%
2.90%
-1.3%
Q1 2019$3,892,000
-49.0%
39,591
-49.3%
2.94%
-4.0%
Q4 2018$7,624,000
+76.4%
78,108
+103.8%
3.06%
+0.8%
Q3 2018$4,323,000
+10.5%
38,319
+2.1%
3.04%
+1.1%
Q2 2018$3,912,000
-3.8%
37,548
+1.5%
3.00%
-4.5%
Q1 2018$4,068,000
+7.2%
37,000
+4.3%
3.14%
+6.4%
Q4 2017$3,794,000
+18.7%
35,481
+6.0%
2.95%
+5.0%
Q3 2017$3,197,000
+33.3%
33,482
+27.5%
2.81%
+22.0%
Q2 2017$2,399,000
+3.8%
26,251
-0.3%
2.31%
+5.4%
Q1 2017$2,312,000
-17.2%
26,325
-18.7%
2.19%
-4.9%
Q4 2016$2,793,000
-91.5%
32,374
+1387.8%
2.30%
+35.9%
Q3 2016$32,683,000
+2029.2%
2,176
-91.2%
1.69%
+26.2%
Q2 2016$1,535,000
-48.3%
24,710
-50.7%
1.34%
-51.8%
Q1 2016$2,969,000
-18.5%
50,146
-9.1%
2.78%
-13.5%
Q4 2015$3,642,000
+8.0%
55,166
-0.3%
3.22%
+9.8%
Q3 2015$3,372,000
-11.0%
55,306
-1.0%
2.93%
-3.7%
Q2 2015$3,787,000
+7.1%
55,891
-0.7%
3.05%
+3.9%
Q1 2015$3,535,000
+2.1%
56,291
+1.8%
2.93%
+5.0%
Q4 2014$3,461,00055,3062.79%
Other shareholders
JPMORGAN CHASE & CO shareholders Q3 2023
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders